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Verisk Analytics
VRSK

Overview Fund Activity

825 hedge funds and large institutions have $33.2B invested in Verisk Analytics in 2021 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 298 increasing their positions, 258 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+79
Holders Change %
+10.59%
% of All Funds
12.74%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
143
Increased
298
Reduced
258
Closed
54
Calls
$12.6M
Puts
$23.1M
Net Calls
-$10.5M
Net Calls Change
-$2.58M

Top Buyers

1
Barclays
Barclays
United Kingdom
$589M
2
Ameriprise
Ameriprise
Minnesota
$179M
3
Renaissance Technologies
Renaissance Technologies
New York
$102M
4
TCIM
TOMS Capital Investment Management
New York
$101M
5
N
Natixis
France
$105M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$12.4M
2
AllianceBernstein
AllianceBernstein
Tennessee
$661M
3
CS
Credit Suisse
Switzerland
$227M
4
Goldman Sachs
Goldman Sachs
New York
$268M
5
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
801
Baystate Wealth Management
Massachusetts
$2K – – –
BAM
802
Bellevue Asset Management
Washington
$2K – – –
MWA
803
Moser Wealth Advisors
Washington
$2K – – –
TLFA
804
True Link Financial Advisors
California
$2K – – –
BBPWM
805
Blue Bell Private Wealth Management
Pennsylvania
$2K +$2K +9 New
ACA
806
Atlas Capital Advisors
Wyoming
$1.37K – – –
LAS
807
Lloyd Advisory Services
Georgia
$1K – – –
CWC
808
Carolinas Wealth Consulting
North Carolina
$1K – – –
AWM
809
Avior Wealth Management
Nebraska
$1K – – –
ACK
810
Andrew C. Karlinski
$1K +$1K +3 New
GAM
811
Gemmer Asset Management
California
$1K +$500 +3 +100%
CCA
812
Column Capital Advisors
Indiana
$1K +$1K +3 New
CWP
813
Concord Wealth Partners
Virginia
$1K +$1K +4 New
1IA
814
1834 Investment Advisors
Wisconsin
$1K +$1K +4 New
BFC
815
Bedel Financial Consulting
Indiana
$1K +$1K +5 New
MBFW
816
Morton Brown Family Wealth
Pennsylvania
$1K +$1K +5 New
BEI
817
Benjamin Edwards Inc
Missouri
$1K +$1K +5 New
AA
818
Addison Advisors
Vermont
$1K +$1K +5 New
TSWM
819
Tyler-Stone Wealth Management
Ohio
$1K +$1K +5 New
CSWM
820
Cassady Schiller Wealth Management
Ohio
$1K +$1K +5 New
BBHC
821
Brown Brothers Harriman & Co
New York
$266 -$10 -44 -4%
WA
822
WestEnd Advisors
North Carolina
$228 +$228 +1 New
FFG
823
Ford Financial Group
California
$56 +$56 +249 New
FGAM
824
Financial Gravity Asset Management
Texas
$20 +$18 +229 +848%
OTPPB
825
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$122M -611,631 Closed
31 32
33
34 35